Section CLE Publications

To search all available CLE Publications, visit CeLE Search at http://www.ncbar.org/cle/celeSearch.aspx.

To view Administrative Law CLE Programs, click here.

2007 Estate Planning and Probate Law Survey Course

Abstract: North Carolina Uniform Trust Code ... North Carolina Law of Wills and Trust ... Partnerships, LLCs and Corporations: Estate Planning and Probate Issues ... Property Law: Estate Planning and Probate Issues ... Generation-Skipping ... Transfer Tax ... North Carolina Probate Law - Part II ... Annuities and Life ... Insurance: Estate, Gift and Income Tax Issues ... Guardian and Ward/UTMA ... Family Law: Estate Planning and Probate Issues ... Estate Planning with Powers of Attorney ... Charitable Giving ... Gross Estate ... Valuation of Gross Estate ... Estate Tax: Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax ... Gift Tax: Federal and North Carolina ... Marital Deduction ... Fiduciary Income Tax of Trusts and Estates ... North Carolina Probate Law - Part I ... Retirement Benefits: Estate Planning and Probate Issues ... *Click below on "view TOC" to search the Table of Contents*

2007 Real Property Section Annual Meeting

Abstract: Case Law Update (recent Court of Appeals and Supreme Court decisions) - The Interstate Land Sales Act (federal law regulates developers' advertisements to potential out-of-state buyers of real property; methods for ensuring developer-clients comply with requirements, and exemptions that allow developers to avoid it altogether) - Elder Housing Issues (reverse mortgages and revocable living trusts as parties to transactions, special housing developments for seniors with varying levels of independence.) - Bankruptcy Basics for the Real Property Practitioner (A bankruptcy primer, followed by in-depth coverage of how a bankruptcy in the chain of title affects the property your client wants to buy, sell, or refinance.) - Mental Health / Substance Abuse - A Checklist for Helping Attorneys Keep an Ethical and Efficient Real Property Practice (Dot your I's and cross your T's when it comes to your title work, closings, and post-closings.) - Mixed Use Developments (Residential and commercial uses for the same property.) - Boat Slips, Marinas and More (transferring boat slips (are they or aren't they real property?), establishing marinas and docks, and what rights people in the water and next to the water have.) - Stormwater Issues (adequately planning for drainage and retention in order for their plans to be approved by local municipalities)

29th Estate Planning and Fiduciary Law Program

Abstract: Recent Developments ... What's New and What's Left in Sophisticated Life Insurance Techniques ... Litigation Issues in Estate Planning and Administration ... "OOO La La, The Paranoid Planner Returns, This Time With an International Flair!" (effective disposition of asset considerations, situs and treaty issues, and the non-citizen spouse provisions) ... Succession Planning for the Owner of a Closely Held Business ... Operating a Private Foundation ... End of Life Planning ... Community Property for North Carolina Lawyers - What You Don't Know Can Hurt You ... Retirement: Plan Early and Often-Putting Tax-Deferred Accounts to Best Use ... *Staying Out of Trouble with Clients and the State Bar ... Planning to Minimize the Generation-Skipping Transfer Tax ... *Click below on "view TOC" to search the Table of Contents*

A Novel CLE (Administrative Law and Government/Public Sector Section Annual Meetings)

Abstract: The Effect of Gamma Rays on Man in the Moon Marigolds (The Effect of NC's Proposed E-Discovery Rules on Government Entities) ... Gone With the Wind (The Withering Away of Sovereign Immunity) ... The Scarlet Letter (Collateral Effect of a Criminal Conviction) ... All the King's Men (Panel Discussion by Final Agency Decision Makers) ... Born Free (Freemen & Militia Organizations, Tax Protesters and "Common Law Courts.") ... Where the Wild Things Are (Case Update)

An Ounce of Prevention is Worth a Pound of Cure (2008 Ethics/Professionalism and Substance Abuse Awareness)

Abstract: Why Gamble With Your Career? ... Dealing with Gambling and Other Addictions ... The Impaired Lawyer's Impact on the Law Firm (Learn to identify the types of impairment that affect attorneys; Recognize and be able to document objective symptoms of impairment; Appreciate the impact an impaired professional has on his/her employer, colleagues, and clients; Evaluate risks of ignoring impairment including financial and ethical repercussions) ... The Disciplinary Process after a Lawyer is Found to be Impaired (What are the steps in the disciplinary process taken by the NC State Bar after a lawyer's ability to practice law is impaired by substance abuse and/or chemical addiction?) ... *Click below on "view TOC" to search the Table of Contents*

Can You Hear Me Now? Hot Topics in Administrative Law (Joint Administrative Law and GP, Small Firm and Solo Practitioner Section Annual Meeting)

Abstract: Annual Update on Developments in Administrative Law ... Discovery & Hearings Before the Office of Administrative Hearings ... Tax Appeals to OAH ... A View from the Bench ... *Ethics/Professionalism (Ethical issues that arise when a petitioner or respondent appears in an administrative hearing pro se, or worse yet, represented by an attorney who is not knowledgeable of the nuances of administrative law.) ... Legislative Update ... Occupational and Professional Licensing ... Matters Before Agencies with Hearing Officers DMV ... *Click below on "view TOC" to search the Table of Contents*

Constitutional Considerations in North Carolina Administrative Law (17th Administrative Law Section Annual Meeting)

Abstract: History of N.C. Constitution ... Bayard v. Singleton ("Loyalty on Trial") ... Due Process Aspects of Rulemaking ... Due Process Aspects of Contested Case Hearings ... Separation of Powers ... How to Properly Raise a Constitutional Issue Involving an Administrative Agency ... Due Process Issues in Governmental Employee Cases ... Constitutional and Ethical Issues for the Administrative Lawyer ... *Click below on "view TOC" to search the Table of Contents*

Effective Lawyering in a Complex World

Abstract: Substance Abuse: Real Stories (An estimated one-third of all attorneys suffer from depression and/or alcohol or drug addiction, at a rate two to three times higher than the general population. The implications for lawyers, loved ones, our clients and the profession are obvious.) ... 10 Practice Management Tips for Effective Lawyering (10 practical, ready-to-implement technology, management and marketing tips to increase your effectiveness and gain more control.) ... Peak Performance and Complex Lives (Reduce stress, while achieving and maintaining peak performance in the complex, demanding life. Practical techniques you can apply immediately to increase your productivity, effectiveness and satisfaction.) ... Dealing with Diversity Within Your Law Office (Understanding some general traits that employees in different age groups tend to share. Review of the main values and approaches to work of the four generations in your workplace and discuss strategies and techniques to better meet the needs of the different generations as well as minimize workplace conflict.) ... The True Professional in a Challenging World (The professional heritage of lawyers and how that heritage is being challenged by the pressures of our 21st century world.) ... *Click below on "view TOC" to search the Table of Contents*

Elements of Civil Causes of Action in North Carolina, Douglas Scott MacGregor, Esq and Alyssa Rosen,Esq *NEW RELEASE

Abstract: Elements of Civil Causes of Action breaks down over 35 of the most common North Carolina civil causes of action into their component parts. Chapters are organized alphabetically by cause of action and are heavily annotated with pertinent citations to controlling authority, so that what you get is the very essence of current North Carolina law in a concise and convenient format which will save you hours of research time. Douglas MacGregor has authored over 25 books including "Elements of Civil Causes of Action in South Carolina" and "Colorado Causes of Action." Alyssa Rosen has authored two similar publications, "Colorado Causes of Action" and "Labor and Employment Law Resources on the Internet, 2002." Paperback, 560 pages

Financial Crisis Audio CD Series: Getting Under the TARP (Troubled Asset Relief Program): Selling Toxic Assets to the Gov & Gov Purchases of Stock

Abstract: In recent months, the United States financial system has been rocked to its foundation. Bear Stearns, Lehman Brothers and AIG - all major financial institutions that collapsed virtually overnight. On an almost daily basis the Federal Reserve and Treasury Department have desperately struggled to stem the tide, pumping trillions of dollars of liquidity into frozen financial and credit markets. And recently Congress passed a $700 billion bailout package to purchase toxic securities from banks. The pace of changing has been stunning and deeply unsettling. This four part series will provide you a practical guide to the changes in the financial system, from the massive new Congressional bailout to the implosion of the housing sector, to selling toxic assets to the government and new changes in banking regulation.vernment and new changes in banking regulation. SEGMENT 3 topics include: Guarantees of bank debt ; Substantial changes to deposit insurance coverage; Interbank lending; Creation of Commercial Paper Funding Facility; Substantial expansion of Term Auction Facility; Payment on interest on reserves; Much moret on interest on reserves; Much more.

Financial Crisis Audio Cd Series: Housing Market: Fannie, Freddie and Foreclosure Abatement

Abstract: In recent months, the United States financial system has been rocked to its foundation. Bear Stearns, Lehman Brothers and AIG - all major financial institutions that collapsed virtually overnight. On an almost daily basis the Federal Reserve and Treasury Department have desperately struggled to stem the tide, pumping trillions of dollars of liquidity into frozen financial and credit markets. And recently Congress passed a $700 billion bailout package to purchase toxic securities from banks. The pace of changing has been stunning and deeply unsettling. This four part audio CD series provide you with a practical guide to the changes in the financial system, from the massive new Congressional bailout to the implosion of the housing sector, to selling toxic assets to the government and new changes in banking regulation. SEGMENT 4 topics include: New underwriting standards for conforming loans; What Fannie and Freddie will buy from banks and will not; Foreclosure mitigation efforts under the bailout legislation; New residential loan servicing standards; New housing goals: The New Fannie and Freddie.

Financial Crisis Audio CD Series: Impact of the Credit Crisis on Banking Regulations: New Rules of the Road

Abstract: In recent months, the United States financial system has been rocked to its foundation. Bear Stearns, Lehman Brothers and AIG - all major financial institutions that collapsed virtually overnight. On an almost daily basis the Federal Reserve and Treasury Department have desperately struggled to stem the tide, pumping trillions of dollars of liquidity into frozen financial and credit markets. And recently Congress passed a $700 billion bailout package to purchase toxic securities from banks. The pace of changing has been stunning and deeply unsettling. This four part audio CD series provides you with a practical guide to the changes in the financial system, from the massive new Congressional bailout to the implosion of the housing sector, to selling toxic assets to the government and new changes in banking regulation. SEGMENT 3 topics include: Guarantees of bank debt; Substantial changes to deposit insurance coverage; Interbank lending; Creation of Commercial Paper Funding Facility; Substantial expansion of Term Auction Facility; Payment on interest on reserves; Much more.

Financial Crisis Audio CD Series: Understanding the Bailout: An Overview of Sprawling Changes to Banking, Accounting and Real Estate

Abstract: In recent months, the United States financial system has been rocked to its foundation. Bear Stearns, Lehman Brothers and AIG - all major financial institutions that collapsed virtually overnight. On an almost daily basis the Federal Reserve and Treasury Department have desperately struggled to stem the tide, pumping trillions of dollars of liquidity into frozen financial and credit markets. And recently Congress passed a $700 billion bailout package to purchase toxic securities from banks. The pace of changing has been stunning and deeply unsettling. This four part audio CD series provides you a practical guide to the changes in the financial system, from the massive new Congressional bailout to the implosion of the housing sector, to selling toxic assets to the government and new changes in banking regulation. SEGMENT 1 topics include: Background of crisis: Collapse of the housing market, growth of collateralized debt obligations, and rising defaults; Congressional Action: Detailed review of Emergency Economic Stabilization Act of 2008; Federal Reserve Activity: interest rates, new lending facilities, commercial paper intervention, loans to industry; SEC Activity: rules changes and enforcement activity; Recapitalization of banks across the nation.

Financial Crisis FOUR Audio CD Series Package - The Bailout, TARP, Banking Regulations and the Housing Market

Information Security for Lawyers and Law Firms

Abstract: Written for lawyers and lawfirms, this book provides sound advice and offers valuable guidelines and assistance to bridge the worlds of law and technology on important information security issues that face the legal professional every day. Content includes: The ethical duties of lawyers relating to securing their electronic information; How a small lawfirm can have reliable security; What are worms, Trojans, spyware, malware, spiders, key loggers and their implications; Is it safe to use wireless technology for the delivery of legal services; In large firms, what information security duties can be delegated; How lawyers and other law firm personnel can be trained in information security.

Light and Life at the End of the Tunnel: Resources to Aid Lawyers to Live Better Lives

Abstract: Unique Psychological Problems Facing Lawyers (BarCARES: Private health providers, Human Resource Consultants, BarCARES counseling and BarCARES counseling) ... Responding Effectively to the Challenges Presented by an Impaired Colleague in Light of our Duty to Each Other, the Profession, and the Public ... Recovering from Debilitating Mental Conditions or Addictions ... Resources Available to Firms to Enhance Lawyer Effectiveness and Address Lawyer Impairment ... On the 'Broken' Road of Recovery with the Next Generation ... How the State Bar Processes Impaired Lawyer Cases ... Getting the Best Out of Your Brightest and Helping Them Get the Best Out of Themselves (Adhering to the commonly accepted standards of Professionalism; teaching good legal "judgment"; building trust and accountability systematically in your law firm through higher expectations of professionalism) ... The Firm's Response to the Impaired Lawyer (Statistics on the problem of the dissatisfied or impaired lawyer; addiction and mental illness in the workplace; charting an ethical, businesslike and moral course) ... *Click below on "view TOC" to search the Table of Contents*

Making Your Case: The Art of Persuading Judges by Antonin Scalia and Bryan A. Garner

Abstract: In their professional lives, courtroom lawyers must do these two things well: speak persuasively and write persuasively. In this noteworthy book, two noted legal writers systematically present every important idea about judicial persuasion in a fresh, entertaining way. The book covers the essentials of sound legal reasoning, including how to develop the syllogism that underlies any argument. From there the authors explain the art of brief writing, especially what to include and what to omit, so that you can induce the judge to focus closely on your arguments. Finally, they show what it takes to succeed in oral argument.

NCBA 2009 Annual Review

Abstract: n/a

News Flash! New Ethics Laws and the Latest in Electronic Discovery and Recording...(What They Mean to You and Your Government Clients)

Abstract: Prosecuting Ethics Laws: More Cautionary Tales from the U.S. Attorney's Office (Offenses involving ethics and positions of trust may affect you or your government client.) ... The Ethics Act: 2007 Changes and Observations ... New Developments in Public Employment Law ... Legislative Update ... Electronic Document Discovery under the Federal Rules ... Media Relations and Responses to Massive Electronic Public Records Requests ... *Click below on "view TOC" to search the Table of Contents*

Peeling the Onion: A Study of the State Government Ethics Act's Impact on Non-Profits, Lobbyists and Lawyers

Abstract: Overview of the State Government Ethics Act ... The State Ethics Commission and Advisory Opinion Process ... New Lobbying Rules and Regulations ... The Impact of the State Government Ethics Act on Nonprofit Organizations ... The Impact of the State Government Ethics Act on the Practice of Administrative Law ... Managing a Government Relations Practice and Your Clients Under the New Rules of the Game ... Corporate Advocacy/Solicitation ... The New 527 Legislation ... *Click below on "view TOC" to search the Table of Contents*

Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A Fresh View of Professionalism)

Abstract: Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A fresh perspective on the definition of "professionalism" in the context of the modern practice of law. What is professionalism?; What are the causes and consequences of the crisis in professionalism?; Do lawyers have a public responsibility as intermediaries between the people and the law?; Can lawyers make money, have fun and do good, all at the same time?) ... Jam Session: NC Lawyers' Response (Do lawyers need a fresh view of professionalism? What can North Carolina lawyers learn from rock and roll?) ... "One Bourbon, One Scotch, and One Beer" and "Manic Depression" Are Not Just Song Titles: Recognizing and Managing Substance Abuse and Mental Health Problems in the Legal Profession (How does the crisis in professionalism affect lawyers on a personal and individual level? What is its role in causing mental health problems, depression and substance abuse?: Causes of depression and other mental health problems; Causes and nature of substance abuse as problem for lawyers; Strategies for preventing these problems through rebalancing your life and finding new meaning in your work) ... *Click "view TOC" below to search the Table of Contents*

The Cybersleuth's Guide to the Internet

Abstract: Much information once only available to professional researchers from expensive sources is now available for free on the Internet, if you know how to find it. This book will show you how to be a cyber-detective and unearth this information FREE (or at low cost!) on the Web. Also included is Levitt and Rosch's North Carolina-specific resource guide on CD. Fully bookmarked and searchable, the CD makes conducting Internet-based N.C. legal research a snap! The book includes examples based on real world research scenarios. Whether you're just starting to use the Internet for serious research or you're a seasoned online research veteran, this book can help you find what you're looking for fast and free. Learn how to use the same tools as skip tracers & private investigators. Find out How to Dig Up "Dirt" About Anyone; Uncover Information to Attack Someone's Credibility; Seek out the Smoking Gun; Mine the Web for Missing People; Discover Addresses (Home and Email); Find Phone Numbers (Even Cellular); Locate Aliases, Employer's Name; Glean Personal Information; Unearth Property Records; Access Public Records. Find free legal research like Full-Text Case Law Databases; Elusive Government Documents; Federal, State and Local Primary Law; Secondary Legal Resources (law review articles, legal news, etc.); Legal Practice Materials and more! (290 page soft cover)

The Electronic Evidence and Discovery Handbook Second Edition

Abstract: E-Discovery and the use of electronic evidence has increased dramatically over the past few years, but many lawyers still struggle with the complexities of dealing with electronic information. This comprehensive book provides lawyers with the templates they need to develop an effective E-Discovery strategy, and to frame appropriate E-Discovery requests. In addition to the ready-made forms, the authors also supply helpful information and commentary to bring you rapidly up to speed in the electronic discovery field. The accompanying CD-ROM features over 70 forms in Word format. Also included is an extensive electronic evidence case digest with over 200 cases summarized!

The Lawyer's Guide to Fact Finding on the Internet, Third Edition

Abstract: The most user-friendly Internet research book available for legal professionals today. A complete hands-on guide that shares the secrets, shortcuts, and realities of conducting fact finding on the Internet. Written for legal professionals, this comprehensive desk reference lists, categorizes, and describes hundreds of free and fee-based Internet sites. Useful for investigations, depositions, trial presentations, medical research, gathering competitive intelligence, finding expert witnesses, fact checking of all kinds. Includes information on browsers, search engines, Weblogs, library databases, public records. Includes CD of all links mentioned in book. Select relevant research sources; Access subjects guides, newsgroups, and listserves; Find experts; Research companies, public records; Conduct medical, statistical, international research. Icon system immediately identifies free & free-with-registration sites, pay sites; practical tips & advice on using specific sites; an easy-to-use topical structure, organized the way lawyers think, starting with the best sites first; over 150 screen shots of Web sites; and over 700 pages of factual categories & updated URLs. Stop wasting time on the Internet, and make the Internet work for you! With purchase receive free subscription to bi-monthly e-mail newsletter updating the book: A $99 value.

Toolbox for the General Practitioner: From A to GP (GP, Small Firm & Solo Section Annual Meeting)

Abstract: Local Government Regulations and Land Use (Zoning, subdivision, storm water, steep slope, etc., that affect the usefulness of the property being acquired by a client.) ... Essential Technology for the Small Law Office (Strategic planning; the systems you need to deliver ethical, cost-effective and professional legal services. Legal-specific applications, including technologies related to calendars, dockets, tickler systems, conflict screening, handling client files and communicating with clients. Get a budget-minded roadmap for all the technologies you'll need to succeed in the practice of law - whether you're "suddenly solo" or just in need of a techno-overhaul.) ... Introduction to Administrative Law (Clients applying for professional license? Representing a client before a disciplinary committee of a professional licensing board? Practical pointers and the main rules) ... Will and Estate Planning (Drafting tips) ... Avoiding Common Ethical Pitfalls - Advice for General Practitioners (Trust accounts, client communication, fee agreements and staff supervision) ... Real Property: Mechanics Liens (An in depth look at the expanding problem with mechanics liens and the effect on real estate closings. Don't be ambushed, be prepared and protect your client.)

Back to the Top ↑

NC Bar Association · PO Box 3688 · Cary, NC 27519 · 8000 Weston Parkway · Cary, NC 27513 · Tel: (919) 677-0561
Questions? Comments? Help · Help Demos · NCBA Feedback · Privacy Policy © Copyright 2004, NC Bar Association. All Rights Reserved.